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Enapps Sales module
The smooth and fluid ability to process sales orders is fundamental to any organisation. The fully integrated sales tracking ERP software module within the Enapps ERP system enables an organisation with powerful yet simple functionality to accurately and quickly process quotes, sales and orders. Both business to business (B2B) and business to consumer (B2C) type transactions are supported as standard within the Enapps ERP software solution.
Sales module key benefits
Creating quotations
Creating quotations with our sales management ERP software system is a quick and easy process that draws on existing customer, services or product data. Simply input your customer name and the required products or services, and the ERP system will do the rest of the work. Most fields are auto-populated and those that are not can be partially typed and a list will pop up for you to choose the correct information.
Price lists
We understand that SME businesses come in all shapes and sizes so at Enapps our flexible pricing configurations can be tailored to your exact needs during implementation.
We support multiple price lists, price lists for specific customers or simply RRP prices. A specific margin or price can also be added to either the complete order or just an item within the order if required.
Quotation revisions
If there are situations within your business where multiple quotations are required for instance in a tender situation, this is fully supported by our ERP software system as standard. With the Enapps Quotation module, the operator has the ability to create as many quotes as required along with the option of creating a new quotation from scratch or from a previous/older quotation.
Sales analysis
There is a quick and easy to use on-screen sales reporting tool which allows you to build and save your sales-related reports. If you want to know who your top salesperson was last month, or how many ‘blue widgets’ were sold in the last year, this is easily done with the erp sales analysis tool. The reports can all be saved to your favourites so that you can recall the report at any time.
Our Sales module feature list includes...
Customers
Create customers and view summary information on any of the customer's activity mix, all from one place.
Contacts & addresses
Create multiple contacts, addresses & telephone numbers against the same company.
Customer categories
Create specific categories to better group customers and define a hierarchy.
Quotations
Add products to quotations and send directly via e-mail from the system.
Quote revisions
Revise quotations, archiving older versions and instantly creating a new quote for editing.
Discounts
Add any number of discount types or minimum margins to quotes and orders.
Promotions
Configure complex promotions by product or product groups to run for a specific time or for specific customers.
Sales orders
Convert quotations to sales orders automatically generating invoices and delivery documents.
Sales order approval
Add managerial review and approval workflow of quotations with predefined values if required.
Sales workflow
Process quotation, to sales orders and automatically link to all other connected business processes.
Price lists
Configure price lists in multiple currencies for customers to provide default price adjustments.
Print & e-mail
Print or e-mail quotations and orders directly from the order screen and add notes if required.
Order lists
Easily view lists of quotations or orders grouped by any dimension or multiple dimensions.
Payment terms
We support standard, fully configurable and customised payment terms.
Sales analysis & reporting
Inbuilt dynamic reporting to analyse sales performance by any metric or dimension.
RMA
Definable RMA policies allowing personnel to be intuitively guided by the system.
Products & services
Define all products and services so the system treats them in the appropriate way.
Product categories
Define and segment product groups to home in on specific product details on any type of reporting.